Filed February 17, 2005 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW FINANCIAL Service code 26 · EIN 36-3429599 | Advisory (Participants) | $72,000 |
Service code 29 · EIN 34-6596918 | Legal | $44,452 |
ERNST & YOUNG LLP8+ years Service code 10 · EIN 34-6565596 | Accounting | $7,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$90,508 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,125 | $71,813+21.3% | $119,609-27.2% | $78,044+11.6% |
| Participation rate | 97.5% | 81.7%+15.8pp | 79.3%+18.2pp | 74.4%+23.0pp |
| Annual return | -16.97% | -13.80%-3.2pp | -14.97%-2.0pp | 10.87%-27.8pp |
| Employer contribution / active EE | $6,888 | $2,836+142.9% | $4,232+62.8% | $3,125+120.4% |
| Participant deferral / active EE | $4,793 | $4,953-3.2% | $5,602-14.4% | $5,084-5.7% |
| Admin fee / account holder | $3 | $81-95.9% | $10,323-100.0% | $79-95.8% |